Rydex Utilities Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | -3.47 | -8 | -5.06 | -2.62 | -10.84 | -0.97 | 7.29 | 2.94 | 0 |
| 2002 | -7.25 | -3.46 | 11.02 | -1.67 | -8.27 | -7.56 | -14.78 | 3.03 | -12.75 | 0.37 | 10.1 | 2.07 | -28.4 |
| 2003 | -2.58 | -4.73 | 5.36 | 9.1 | 10.13 | -0.05 | -5.59 | 1.55 | 3.98 | 1.57 | 0.44 | 3.95 | 24.2 |
| 2004 | 1.67 | 1.18 | 0.15 | -3.14 | 1.36 | 1.6 | -0.61 | 3.27 | 0.79 | 2.25 | 2.78 | 1.96 | 13.9 |
| 2005 | 0.78 | 1.72 | 0.27 | 0.58 | 2.96 | 4.94 | 2.33 | 0.16 | 3.04 | -6.9 | -1 | 0.35 | 9.1 |
| 2006 | 2.65 | 0.83 | -3.38 | 1.32 | 0.51 | 2.18 | 4.84 | 2.31 | -2.33 | 5.52 | 3.16 | 0.39 | 19.1 |
| 2007 | -0.11 | 3.56 | 4.11 | 3.54 | 0.88 | -5.36 | -4.37 | 1.82 | 2.94 | 5.99 | -0.84 | -0.03 | 12.1 |
| 2008 | -6.72 | -3.92 | -0.04 | 5.61 | 3.41 | -2.14 | -6.32 | -0.37 | -11.73 | -11.56 | 1.81 | 0.23 | -28.8 |
| 2009 | -0.85 | -13.85 | 3.03 | 2.24 | 4.29 | 5.31 | 4.71 | 0.59 | 1.63 | -3.51 | 4.42 | 7.65 | 14.7 |
| 2010 | -5.88 | -0.74 | 3.29 | 2.55 | -6.12 | -1.21 | 6.79 | 0.53 | 3.34 | 1.74 | -2.23 | 2.8 | 4.1 |
| 2011 | 3.08 | 1.56 | 1.28 | 3.7 | 0.93 | -0.68 | -1.62 | 1.15 | -2.28 | 4.91 | 1.03 | 2.84 | 16.8 |
| 2012 | -3.26 | 0.52 | 1.08 | 1.78 | -0.74 | 3.83 | 2.34 | -3.61 | 0.99 | 1.21 | -3.53 | 0.2 | 0.5 |
| 2013 | 5.06 | 2.27 | 5.27 | 5.19 | -7.65 | 0.18 | 4.3 | -5.71 | 1.5 | 3.83 | -2.43 | 1.34 | 12.8 |
| 2014 | 1.59 | 3.24 | 3.03 | 3.64 | -0.41 | 4.58 | -7.14 | 5.07 | -4.16 | 8.12 | 0.4 | 2.95 | 21.9 |
| 2015 | 1.75 | -5.21 | -0.74 | -0.62 | 0.3 | -6.63 | 4.27 | -4.2 | 1.23 | 3.01 | -2.87 | 1.87 | -8.2 |
| 2016 | 3.5 | 1.51 | 8.67 | -0.76 | 1.19 | 7.22 | -0.93 | -5.6 | 0.51 | -0.09 | -3.63 | 4.1 | 15.8 |
| 2017 | 1.19 | 4.49 | -0.06 | 0.45 | 3.45 | -2.38 | 2.85 | 2.77 | -2.75 | 3.57 | 2.76 | -6 | 10.2 |
| 2018 | -3.27 | -4.24 | 4.18 | 2.7 | 0.13 | 1.92 | 1.32 | 1.46 | -0.79 | 0.25 | 4.06 | -4.25 | 3 |
| 2019 | 3.55 | 3.22 | 2.8 | 0.56 | -1.54 | 3.17 | -0.69 | 3.24 | 3.51 | -1.79 | -2.37 | 2.24 | 16.8 |
| 2020 | 5.49 | -10.56 | -11 | 3.68 | 3.34 | -4.78 | 6.26 | -2.7 | -3.51 | 4.35 | 2.36 | 0.55 | -8.2 |
| 2021 | -5.09 | -4.91 | 10.17 | 7.28 | -2.35 | -1.66 | 2.84 | 2.92 | -6.24 | 4.9 | -2.13 | 5.26 | 9.9 |
| 2022 | -2.54 | -1.85 | 9.14 | -3.59 | 4.53 | -6.07 | 5.46 | 0 | -11.38 | 3.46 | 6.66 | -2.67 | -0.8 |
| 2023 | -0.66 | -5.63 | 3.49 | 1.36 | -5.5 | 1.36 | 2.24 | -6.22 | -5.76 | 0.09 | 5.24 | -1.47 | -11.7 |
| 2024 | -3.83 | 1.52 | 6.4 | -5.18 | 17.9 |